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ARS Wealth Advisors Group’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

ARS Wealth Advisors Group’s Portfolio ARLU Stock Details ARLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Sell
134,753
-374
-0.3% -$11.7K 0.34% 52
2026
Q1 		$3.88M Buy
135,127
+3,486
+3% +$105K 0.33% 49
2025
Q4 		$3.99M Sell
131,641
-2,489
-2% -$74.9K 0.36% 46
2025
Q3 		$3.99M Sell
134,130
-75
-0.1% -$2.15K 0.39% 46
2025
Q2 		$3.74M Buy
134,205
+8
+0% +$210 0.43% 43
2025
Q1 		$3.46M Buy
+134,197
New +$3.65M 0.49% 37

Other funds holding ARLU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

ARS Wealth Advisors Group's ARLU Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 0.28% in Q2 2026, selling an estimated $11.7K and leaving 134,753 shares worth $4.3M. The position accounts for 0.34% of the portfolio, ranked #52.

ARS Wealth Advisors Group first reported a position in ARLU in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

  • ARS Wealth Advisors Group held 134,753 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $4.3M as of Q2 2026.
  • ARS Wealth Advisors Group sold 374 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $11.7K.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.34% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #52 holding.
  • ARS Wealth Advisors Group first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.